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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,233 | $158,817-16.7% | $121,205+9.1% | $135,377-2.3% |
| Participation rate | 42.9% | 79.3%-36.4pp | 71.8%-28.9pp | 82.6%-39.8pp |
| Annual return | -6.65% | -0.64%-6.0pp | 16.93%-23.6pp | 519.75%-526.4pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,458 | $4,005+36.3% | $3,345+63.2% | $5,609-2.7% |
| Admin fee / account holder | $831 | $6,512-87.2% | $5,020-83.4% | $10,828-92.3% |